CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $58.4B
1-Year Est. Return 19.68%
This Quarter Est. Return
1 Year Est. Return
+19.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$47.4B
AUM Growth
-$7.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,319
New
Increased
Reduced
Closed

Top Buys

1
+$324M
2
+$216M
3
+$179M
4
ETN icon
Eaton
ETN
+$150M
5
AVGO icon
Broadcom
AVGO
+$140M

Top Sells

1
+$328M
2
+$192M
3
+$177M
4
WEC icon
WEC Energy
WEC
+$109M
5
OTIS icon
Otis Worldwide
OTIS
+$107M

Sector Composition

1 Technology 24.92%
2 Financials 12.67%
3 Healthcare 12%
4 Industrials 9.27%
5 Consumer Discretionary 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1776
$34.2K ﹤0.01%
633
+79
1777
$34.2K ﹤0.01%
226
-17
1778
$34.2K ﹤0.01%
231
+75
1779
$34.2K ﹤0.01%
1,387
+71
1780
$34.1K ﹤0.01%
243
+104
1781
$34K ﹤0.01%
1,479
+141
1782
$33.8K ﹤0.01%
3,505
1783
$33.6K ﹤0.01%
667
-1,646
1784
$33.6K ﹤0.01%
3,962
-1,200
1785
$33.5K ﹤0.01%
+1,093
1786
$33.5K ﹤0.01%
+3,318
1787
$33.2K ﹤0.01%
222
-58
1788
$33K ﹤0.01%
+600
1789
$33K ﹤0.01%
493
+88
1790
$32.8K ﹤0.01%
859
+486
1791
$32.7K ﹤0.01%
559
-591
1792
$32.6K ﹤0.01%
2,000
-59
1793
$32.4K ﹤0.01%
260
-126
1794
$32.4K ﹤0.01%
5,201
-294,899
1795
$32.3K ﹤0.01%
317
1796
$32.1K ﹤0.01%
+1,136
1797
$32K ﹤0.01%
126
-105
1798
$32K ﹤0.01%
241
+201
1799
$32K ﹤0.01%
2,884
+96
1800
$31.9K ﹤0.01%
856
+701
70 71
72
73 74